Visualize Live Money Forward Expense Data in the Power BI Service

Power BI transforms your company's data into rich visuals for you to collect and organize so you can focus on what matters to you. When paired with CData Connect Server, you get instant access to Money Forward Expense data for visualizations, dashboards, and more. This article shows how to build and publish a dataset from Money Forward Expense data in Power BI and then create reports on Money Forward Expense data in the Power BI service.

CData Connect Server provides a pure SQL interface for Money Forward Expense, allowing you to easily build reports from live Money Forward Expense data in Power BI — with no need to replicate the data. As you build visualizations, Power BI generates SQL queries to gather data. Using optimized data processing out of the box, CData Connect Server pushes all supported SQL operations (filters, JOINs, etc) directly to Money Forward Expense, leveraging server-side processing to quickly return Money Forward Expense data.

NOTE: You can also import Money Forward Expense data into Power BI through Connect Server (instead of using the on-premise gateway). Read how in the related Knowledge Base article.

Create a Virtual SQL Database for Money Forward Expense Data

CData Connect Server uses a straightforward, point-and-click interface to connect to data sources and generate APIs.

1. Login to Connect Server and click Connections.
2. Select "Money Forward Expense" from Available Data Sources.
3. Enter the necessary authentication properties to connect to Money Forward Expense.

   In order to authenticate, specify the following:

   • OAuth Client Id: the OAuth Client Id generated from MoneyForward Expense.
   • OAuth Client Secret: the OAuth Client Secret generated from MoneyForward Expense.
   • Office Id: The Id of the MoneyForward Expense office. This is required for most queries.

   For more information on obtaining the OAuth properties, refer to the Help documentation

   .
4. Click Save Changes
5. Click Privileges -> Add and add the new user (or an existing user) with the appropriate permissions.

To connect to and visualize live Money Forward Expense data in the Power BI service), install the on-premises data gateway, add a data source to the gateway from the Power BI service, and publish a dataset from Power BI Desktop to the service.

Install the On-Premises Data Gateway

The Microsoft on-premises data gateway provides secure data transfer between connected data sources and various cloud-based Microsoft tools and platforms. You can read more about the gateway in the Microsoft documentation.

You can download and install the gateway from the Power BI service:

1. Log in to PowerBI.com.
2. Click the Download menu and click Data Gateway.
3. Follow the instructions for installation, making note of the name of the gateway.

Add Money Forward Expense as a Data Source to the Power BI Service

Once you have installed the data gateway, you add Connect Server as a data source to the Power BI service:

1. Log in to PowerBI.com.
2. Click the Settings menu and click "Manage gateways."
3. Click "ADD DATA SOURCE" and configure the connection to Connect Server:
   
   
   • Set Data Source Name Connect_MoneyForwardExpense.
   • Choose SQL Server as the Data Source Type.
   • Set Server to the address of your Connect Server instance (i.e.: connect_server_url).
   • Set Database to the name of your virtual Money Forward Expense database (i.e.: MoneyForwardExpense1).
   • Set Authentication Method to Basic.
   • Set Username and Password to Connect Server credentials.

Publish a Dataset from Power BI Desktop

With the gateway installed and Connect Server added as a datasource to the Power BI service, you can publish a dataset from Power BI Desktop to the service.

1. Open Power BI, click Get Data -> More, then select SQL Server database, and click Connect.
2. Set the connection properties and click OK.
   • Set Server to the address of your Connect Server instance (i.e.: connect_server_url).
   • Set Database to the name of your virtual Money Forward Expense database (i.e.: MoneyForwardExpense1).
   • Set Data Connectivity mode to DirectQuery*.
   * DirectQuery enables live query processing and real-time visualizations of Money Forward Expense data.
3. In the authentication wizard, select Database, set the User name and Password properties, and click Connect.
4. Select the table(s) to visualize in the Navigator dialog.

5. In the Query Editor, you can customize your dataset by filtering, sorting, and summarizing Money Forward Expense columns. Click Edit to open the query editor. Right-click a row to filter the rows. Right-click a column header to perform actions like the following:

   • Change column data types
   • Remove a column
   • Group by columns

   Power BI detects each column's data type from the Money Forward Expense metadata reported by Connect Server.

   Power BI records your modifications to the query in the Applied Steps section, adjusting the underlying data retrieval query that is executed to the remote Money Forward Expense data. When you click Close and Apply, Power BI executes the data retrieval query.

   Otherwise, click Load to pull the data into Power BI.

6. Define any relationships between the selected entities on the Relationships tab.
7. Click Publish (from the Home menu) and select a Workspace.

Build Reports and Dashboards on Money Forward Expense Data in the Power BI Service

Now that you have published a dataset to the Power BI service, you can create new reports and dashboards based on the published data:

1. Log in to PowerBI.com.
2. Click Workspaces and select a workspace.
3. Click Create and select Report.
4. Select the published dataset for the report.
5. Choose fields and visualizations to add to your report.

SQL Access to Money Forward Expense Data from Cloud Applications

Now you have a direct connection to live Money Forward Expense data from the Power BI service. You can create more data sources and new visualizations, build reports, and more — all without replicating Money Forward Expense data.

To get SQL data access to 200+ SaaS, Big Data, and NoSQL sources directly from your cloud applications, see the CData Connect Server.